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IDOL Connector Framework Server 12.5 Administration Guide

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IDOL Connector Framework Server 12.5 Administration Guide Connector Framework Server Software Version 12.5 Administration Guide Document Release Date: February 2020 Software Release Date: February 2020 Administration Guide Legal notices Copyright notice © Copyright 2020 Micro Focus or one of its affiliates. The only warranties for products and services of Micro Focus and its affiliates and licensors (“Micro Focus”) are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. Micro Focus shall not be liable for technical or editorial errors or omissions contained herein. The information contained herein is subject to change without notice. Documentation updates The title page of this document contains the following identifying information: l Software Version number, which indicates the software version. l Document Release Date, which changes each time the document is updated. l Software Release Date, which indicates the release date of this version of the software. To check for updated documentation, visit https://www.microfocus.com/support-and-services/documentation/. Support Visit the MySupport portal to access contact information and details about the products, services, and support that Micro Focus offers. This portal also provides customer self-solve capabilities. It gives you a fast and efficient way to access interactive technical support tools needed to manage your business. As a valued support customer, you can benefit by using the MySupport portal to: l Search for knowledge documents of interest l Access product documentation l View software vulnerability alerts l Enter into discussions with other software customers l Download software patches l Manage software licenses, downloads, and support contracts l Submit and track service requests l Contact customer support l View information about all services that Support offers Many areas of the portal require you to sign in. If you need an account, you can create one when prompted to sign in. To learn about the different access levels the portal uses, see the Access Levels descriptions. About this PDF version of online Help This document is a PDF version of the online Help. This PDF file is provided so you can easily print multiple topics or read the online Help. Because this content was originally created to be viewed as online help in a web browser, some topics may not be formatted properly. Some interactive topics may not be present in this PDF version. Those topics can be successfully printed from within the online Help. Connector Framework Server (12.5) Page 2 of 217 Administration Guide Contents Chapter 1: Introduction 9 Connector Framework Server 9 Filter Documents and Extract Subfiles 10 Manipulate and Enrich Documents 10 The Ingestion Process 11 The Import Process 13 Index Documents 14 The IDOL Platform 14 System Architecture 15 OEM Certification 16 Related Documentation 17 Display Online Help 17 Chapter 2: Configure Connector Framework Server 18 Connector Framework Server Configuration File 18 Modify Configuration Parameter Values 19 Configure Connector Framework Server 20 Include an External Configuration File 21 Include the Whole External Configuration File 21 Include Sections of an External Configuration File 22 Include Parameters from an External Configuration File 22 Merge a Section from an External Configuration File 23 Encrypt Passwords 24 Create a Key File 24 Encrypt a Password 24 Decrypt a Password 26 Configure Client Authorization 26 Example Configuration File 28 Chapter 3: Start and Stop Connector Framework Server 30 Start Connector Framework Server 30 Stop Connector Framework Server 30 Chapter 4: Send Actions to Connector Framework Server 32 Connector Framework Server (12.5) Page 3 of 217 Administration Guide Send Actions to Connector Framework Server 32 Asynchronous Actions 32 Check the Status of an Asynchronous Action 33 Cancel an Asynchronous Action that is Queued 33 Stop an Asynchronous Action that is Running 34 Store Action Queues in an External Database 34 Prerequisites 34 Configure Connector Framework Server 35 Store Action Queues in Memory 36 Use XSL Templates to Transform Action Responses 38 Example XSL Templates 39 Chapter 5: Ingest Data 40 Ingest Data using Connectors 40 Ingest an IDX File 41 Ingest XML 41 Transform XML Files 41 Parse XML into Documents 42 Ingest PST Files 44 Ingest Password-Protected Files 45 Ingest Data for Testing 46 Chapter 6: Filter Documents and Extract Subfiles 48 Customize KeyView Filtering 48 Disable Filtering or Extraction for Specific Documents 48 Chapter 7: Manipulate and Enrich Documents 50 Introduction 50 Choose When to Run a Task 51 Create Import and Index Tasks 53 Document Fields for Import Tasks 55 Write and Run Lua Scripts 55 Write a Lua Script 55 Run a Lua Script 56 Debug a Lua Script 56 Lua Scripts Included With CFS 59 Use Named Parameters 61 Enable or Disable Lua Scripts During Testing 61 Example Lua Scripts 62 Add a Field to a Document 62 Connector Framework Server (12.5) Page 4 of 217 Administration Guide Count Sections 62 Merge Document Fields 63 Add Titles to Documents 64 Analyze Media 64 Create a Media Server Configuration 65 Configure the Media Analysis Task 66 Run Analysis From Lua 69 Troubleshoot Media Analysis 70 Categorize Documents 71 Customize the Query 72 Customize the Output 73 Run Eduction 75 Redact Documents 75 Lua Post Processing 76 Process HTML 77 HTML Processing with WKOOP 78 Remove Irrelevant Content 78 Extract Metadata 79 Split Web Pages into Multiple Documents 80 HTML Extraction 82 Extract Metadata from Files 82 Import Content Into a Document 83 Reject Invalid Documents 83 Reject Documents with Binary Content 84 Reject Documents with Import Errors 84 Reject Documents with Symbolic Content 84 Reject Documents by Word Length 85 Reject All Invalid Documents 85 Split Document Content into Sections 86 Split Files into Multiple Documents 86 Example 87 Write Documents to Disk 89 Write Documents to Disk in IDX Format 89 Write Documents to Disk in XML Format 89 Write Documents to Disk in JSON Format 90 Write Documents to Disk in CSV Format 90 Write Documents to Disk as SQL INSERT Statements 91 Standardize Document Fields 92 Customize Field Standardization 92 Normalize E-mail Addresses 96 Language Detection 97 Connector Framework Server (12.5) Page 5 of 217 Administration Guide Translate Documents 98 Identify Files in a NIST RDS Hash Set 99 Chapter 8: Index Documents 101 Introduction 101 Configure the Batch Size and Time Interval 101 Index Documents into an IDOL Server 102 Index Documents into Vertica 103 Prepare the Vertica Database 104 Configure CFS to Index into Vertica 105 Troubleshooting 106 Index Documents into another CFS 106 Index Documents into MetaStore 108 Document Fields for Indexing 108 AUTN_INDEXPRIORITY 109 Manipulate Documents Before Indexing 109 Chapter 9: Monitor Connector Framework Server 111 Use the Logs 111 Customize Logging 111 Monitor Asynchronous Actions using Event Handlers 113 Configure an Event Handler 114 Write a Lua Script to Handle Events 115 Monitor the size of the Import and Index Queues 115 Set Up Document Tracking 116 Appendix A: KeyView Supported Formats 119 Supported Formats 119 Archive Formats 121 Binary Format 124 Computer-Aided Design Formats 125 Database Formats 126 Desktop Publishing 127 Display Formats 127 Graphic Formats 128 Mail Formats 132 Multimedia Formats 135 Presentation Formats 138 Spreadsheet Formats 141 Text and Markup Formats 143 Connector Framework Server (12.5) Page 6 of 217 Administration Guide Word Processing Formats 144 Appendix B: KeyView Format Codes 151 KeyView Classes 151 Key to Detected Formats Table 152 Detected Formats 153 Appendix C: Document Fields 206 Document Fields 206 AUTN_IDENTIFIER 208 Sub File Indexes 208 Append Sub File Indexes to the Document Identifier 209 Appendix D: Debug Your Lua Scripts 211 Glossary 214 Send documentation feedback 217 Connector Framework Server (12.5) Page 7 of 217 Administration Guide Connector Framework Server (12.5) Page 8 of 217 Chapter 1: Introduction This section provides an overview of Connector Framework Server. • Connector Framework Server 9 • The Ingestion Process 11 • The IDOL Platform 14 • System Architecture 15 • OEM Certification 16 • Related Documentation 17 • Display Online Help 17 Connector Framework Server Connector Framework Server (CFS) processes the information that is retrieved by connectors, and then indexes the information into one or more indexes, such as IDOL Server. Connectors send information to CFS in the form of documents. A document is a collection of metadata and, usually, an associated source file. The metadata describes the location of the file or record that was retrieved, and other information that was extracted by the connector. For example, a document sent for ingestion by a Web Connector includes the URL of the page and the links that were extracted from the page when it was crawled. The Web Connector provides the downloaded HTML in an associated file so that it can be processed by CFS. Sometimes a document does not have an associated source file. For example, if you retrieve information from a database using the ODBC Connector, the documents sent for ingestion contain the information extracted by your chosen query, and might not have an associated file. These documents are referred to as having metadata only. CFS uses KeyView to extract information from the source file. Some source files are container files, such as zip archives, and these are extracted. CFS then uses KeyView to obtain text and file-specific metadata from the file, and adds it to the document. The original source file is discarded before the document is indexed. This allows IDOL to search and categorize documents, and perform other operations, without needing to process the information from a repository in its native format. CFS provides features to manipulate and enrich documents. For example, you can send media files to an IDOL Media Server and perform tasks such as optical character recognition and face recognition. This adds additional information to the IDOL document, so that when a user queries IDOL the results include relevant images, audio, and video files.
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